Knowledge Base Search For Search Getting Started With CARMIS 4 Articles How to access CARMIS using browser (Cloud version)? How to install CARMIS on Windows devices (Cloud version)? Introduction to Menu Bar Introduction to the Toolbar View all Client Profiles 4 Articles How to do a client intake How to filter Potential and Permanent Clients How to Transfer files (merge or disjoin) How to add a new address in CARMIS? View all Reporting in CARMIS 6 Articles How to generate a report in CARMIS How to save/publish a report in excel or PDF format Accessibility tools when viewing reports Filters and groups in reports Creating summaries in a report (sum, count, avg etc.) View all Events and Sessions 4 Articles How to create an event or a group session? Enrolling clients in the group sessions How to create session templates? How to mark attendance for sessions? View all Client follow-ups in CARMIS 1 Article Schedule a follow-up for a client View all IRCC Bulk Uploads 2 Articles How to generate IRCC’s bulk upload excels using CARMIS? What are IRCC’s bulk upload files? View all Third Party Installations 3 Articles How to download and install Microsoft Teams on your computer How to change your work account password for Microsoft Teams How to use Microsoft Teams on your web browser View all